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Oracle Corporation shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Oracle Corporation

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All positions including Oracle Corporation held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 893 281.24
2024-12-31 $206k 1.2k 166.64
2024-09-30 $223k 1.3k 170.40
2022-06-30 $67k 971 69.00

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Morgan Stanley
Susquehanna International
Capital Research Global Investors
Northern Trust
Citadel Advisors
Jane Street
Loomis, Sayles and
Goldman Sachs Group
UBS Group

View all funds holding Oracle Corporation